Requesting a service
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To request a service, you can use one of the following options:
- Create a service request from the list of service requests available on the Common Service Requests or Suggested Service Requests tab on the Home page.
- Browse through the catalog of service requests by clicking the Request a Service tile.
- Search for a service request.
When you click a service request, it opens in the Service Request Preview window. In this window, you can add the service request to My Cart or click Submit to create the service request. The service request opens in the Service Request form. In this form, you can specify the quantity that you require and the date by which you want the service request to be fulfilled.
Depending on how your system administrator has configured the service request, you might have to provide additional input to help fulfill it. For example, in a service request for a new Apple iPhone device, you might be asked to provide the iPhone model and storage capacity that you require.
When you finish entering values in the service request, you can choose to save it in your cart for later review or submit it for fulfillment. You can edit, delete, or check out the service requests in your cart.
To view all service requests in your cart, click the My Cart icon on the home page. You can also move your mouse over the My Cart icon to view the total number of items in the cart.
The My Cart icon is displayed as for an empty cart and as
when the cart contains at least one item.
To request a service
Open a service request by performing one of the actions described in the following table.
- Perform one of the following actions:
- Click Request Now to create the service request.
The values of the fields in the original service request are populated in the corresponding fields of the new service request. - Click Add To Cart to add the service request to My cart.
If you click Add To Cart, go to step 7.
- Click Request Now to create the service request.
- In the Service Request form, enter values in the service request fields, such as Date Required or Quantity, depending on how the service request definition is configured.
If the service request is configured to display the Date Expected field, Self Service calculates the turnaround time based on the date and time at which you submitted the service request and displays the calculated time in the Date Expected field. (Optional) To request a service for another user, click the On behalf of list to open the Select From Clients window client.
If the On behalf of list does not appear, you are not authorized to report issues for other users. The table in step 3 lists the conditions that must exist for you to have this authorization.If you are submitting the service request for another person, that person's phone number and email address are displayed in the Phone and Email fields. If a phone number and email address are not defined for the other person, the logged-on user's phone number and email address are displayed.
- Enter information in the input fields.
(Optional) Depending on how your system administrator has configured the service request, you may be able to add attachments to the ticket from the Files section.
The attachments that you have added to the ticket are displayed in the Files section.
- Perform one of the following actions:
- To save the service request in your cart for review or later edits, click Save To Cart and continue to step 7.
- To submit the service request for fulfillment, click Submit.
- If you clicked Save To Cart, perform the following actions:
- To make further updates before you submit the service request, select the service request from My Cart.
- Update the service request and click Submit.
The service request is deleted from the My Cart portlet, and now appears in the list of tickets and requests that is displayed in the View Tickets and Requests tile. If you want to submit all of the service requests, click Checkout in the My Cart portlet.